401(k) · DOL Form 5500 · 2022

Specialty Orthopedic Group of Ms, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
96
Participants Small participant base
48th
Percentile by assets National rank
$45,598
Avg per participant Low balance/head
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Official DOL plan name: Specialty Orthopedic Group of Ms, LLC 401(k) Plan · Sponsored by Specialty Orthopedic Group of Ms, LLC · Mississippi · Healthcare & Social Assistance

$4M in assets, 96 participants

Specialty Orthopedic Group of Ms, LLC's Specialty Orthopedic Group of Ms, LLC 401(k) Plan reported $4M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,645 in Healthcare & Social Assistance (20,060 peers)

Specialty Orthopedic Group of Ms, LLC multi-year trail

Specialty Orthopedic Group of Ms, LLC's plans moved +57.1% in assets from 2022 to 2024; this filing shows Specialty Orthopedic Group of Ms, LLC 401(k) Plan at $4M / 96 participants.

#10,645
in Healthcare & Social Assistance (20,060 peers)
+0.2%
assets growth YoY

Specialty Orthopedic Group of Ms, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Specialty Orthopedic Group of Ms, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,377,389 48th percentile higher than 48% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Specialty Orthopedic Group of Ms, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Specialty Orthopedic Group of Ms, LLC 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 474372269 · Specialty Orthopedic Group of Ms, LLC PY 2022 · 401(k)

Specialty Orthopedic Group of Ms, LLC 401(k) Plan · $4M · 96 · 48th

  • RANK $4M
  • RANK 96
  • RANK 48th
  • RANK 401(k)
  • RANK near Farmer Automotive Group 401(k) Plan
  • RANK ind #10645

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

Specialty Orthopedic Group of Ms, LLC 401(k) Plan in the asset neighbourhood

Specialty Orthopedic Group of Ms, LLC 401(k) PlanSpecialty Orthopedic Group o…$4MFarmer Automotive Group 401(k) PlanFarmer Automotive Group 401(…$4MWaypoint Maine, Inc. 403(b) PlanWaypoint Maine, Inc. 403(b) …$4MRico Industries, Inc. 401(k) Profit Sharing PlanRico Industries, Inc. 401(k)…$4MR.C. Killigrew Company Profit Sharing Retirement PlanR.C. Killigrew Company Profi…$4M
End-of-year total assets ($M) among Specialty Orthopedic Group of Ms, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Specialty Orthopedic Group of Ms, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Specialty Orthopedic Group of Ms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 57.058145849043804% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.38M $6.88M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 96 $4M
2023 1 168 $6M
2024 1 189 $7M

Specialty Orthopedic Group of Ms, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$7K
Employer EIN474372269
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Specialty Orthopedic Group of Ms, LLC 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Specialty Orthopedic Group of Ms, LLC 401(k) Plan, Total assets ($M): 4.377389 · Participants: 96Specialty Orthopedic Group of Ms, LLC 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Specialty Orthopedic Group of Ms, LLC 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Specialty Orthopedic Group of Ms, LLC 401(k) Plan side-by-side with 3 peers →

Specialty Orthopedic Group of Ms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Farmer Automotive Group 401(k) Plan in KY ($4M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Specialty Orthopedic Group of Ms, LLC 401(k) Plan assets move in 2022? ▼
Specialty Orthopedic Group of Ms, LLC 401(k) Plan held essentially flat - up 0.2% during 2022, from $4M to $4M. Reported net income was $7K.
How have Specialty Orthopedic Group of Ms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialty Orthopedic Group of Ms, LLC's sponsor-wide assets grew 57.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Specialty Orthopedic Group of Ms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmer Automotive Group 401(k) Plan in KY ($4M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Specialty Orthopedic Group of Ms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474372269.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.